Meet our Expert Team

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Chao founded Elite Financial Management with the vision of providing personalized, comprehensive financial planning to individuals, families, and businesses. With over two decades of experience in the financial services industry, Chao has helped hundreds of clients achieve their financial goals by developing tailored strategies. His approach combines expertise in wealth management with a deep understanding of each client’s personal values and aspirations. 

Outside of work, Chao enjoys hiking in the Colorado Rockies and spending time with his family.

Specialty: Wealth Management, Retirement Planning, Investment Strategies

David is our go-to expert for all things tax-related. With over 12 years of experience, he specializes in creating tax strategies that help clients minimize their liabilities while ensuring compliance with all regulations. David’s detailed, hands-on approach ensures clients understand the tax implications of their financial decisions. 

Outside of his work in tax strategy, David enjoys rock climbing and exploring the trails around Denver.

Specialty: Tax Optimization, Tax-Advantaged Investments, Retirement Tax Planning

Michael is an experienced Wealth Management Specialist with a focus on developing personalized investment portfolios that maximize returns while managing risk. He works with high-net-worth individuals and businesses, providing guidance on asset allocation and retirement planning. Michael’s deep understanding of financial markets and his dedication to helping clients make sound, long-term financial decisions sets him apart. 

Outside of work, he enjoys mountain biking and volunteering with local financial literacy programs.

Specialty: Investment Management, Portfolio Optimization, Asset Allocation

Tiffany M. Carter is a passionate Estate Planning Specialist with over 12 years of experience in helping clients protect their assets, preserve their legacies, and ensure that their families are taken care of for generations to come. With a Juris Doctor degree and certification as a Trust and Fiduciary Advisor, Tiffany offers a wealth of expertise in estate planning, trust administration, and asset protection.

Tiffany’s client-focused approach combines legal expertise with a deep understanding of the unique needs of each individual or family. She works closely with clients to craft personalized estate plans that reflect their specific goals, whether it’s creating a will, setting up a trust, or minimizing estate taxes. She is dedicated to ensuring her clients’ wishes are fulfilled and their estates are protected.

Outside of work, Tiffany enjoys exploring the outdoors, volunteering with local youth programs, and attending community events focused on wealth education. 

Specialty: Estate Planning, Trust Administration, Wealth Preservation, Legacy Planning 

Emily is the dedicated Human Resources Manager at Elite Financial Management, ensuring that our team operates smoothly, efficiently, and with a focus on employee well-being. With over 10 years of experience in HR, Emily is passionate about creating an inclusive and supportive work environment where every team member can thrive. She oversees talent recruitment, employee development, and workplace culture initiatives to ensure that Elite Financial Management continues to be a great place to work for everyone. Emily’s strong communication skills and strategic mindset help foster positive relationships within the company, driving both productivity and employee satisfaction. 

Outside of work, Emily enjoys volunteering for local nonprofit organizations and spending time with her family.

Specialty: Talent Acquisition, Employee Relations, Organizational Development, HR Strategy

Momo is the heart of our client relations team, ensuring that every client receives the highest level of service and attention. She works closely with clients to answer questions, provide updates, and ensure that all aspects of their financial plans are executed smoothly. With a background in business administration and a passion for client service, Momo is dedicated to making the financial planning process seamless and stress-free for every client. 

Originally from Chicago, Momo brings over eight years of experience in client relations. After spending much of her life in the Windy City, Momo plans to move to Denver to embrace her love for nature and the outdoors. The Rocky Mountains and the vibrant Denver lifestyle provide the perfect backdrop for her passion for hiking, camping, and outdoor exploration. 

Specialty: Client Communication, Financial Plan Implementation, Client Support